Jonathan Britton, CFP®
Partner
Phone: 978-689-6975
Fax: 978-616-7853
820 Turnpike Street, Suite 103
North Andover, Ma 01845
I assist families, individuals, and small businesses achieve their unique financial goals. From the first meeting, I will take time to get to know both the personal and financial goals of my clients. I fully understand the importance of building long-lasting relationships on trust and integrity. This is the foundation of my relationships with my clients, and I strive to build on that foundation through proper planning and consistent communication.
Through my affiliation with Coastal Wealth Management, I have access to various financial products and services from many of the leading carriers in the industry. This open architecture structure allows me to be completely transparent with my clients, always providing them with the products and services that best fit their needs and wants.